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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

755 hedge funds and large institutions have $5.89B invested in Schwab US Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 332 increasing their positions, 263 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-11
Holders Change %
-1.44%
% of All Funds
11.95%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.44%
New
50
Increased
332
Reduced
263
Closed
50
Calls
$1.28M
Puts
$357K
Net Calls
+$920K
Net Calls Change
+$16K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$105M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$68.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$67.5M
4
AA
Advisory Alpha
Michigan
+$26.3M
5
BPA
Beacon Pointe Advisors
California
+$21.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35M
2
BCM
Brookstone Capital Management
Illinois
-$21.9M
3
NFG
Northeast Financial Group
Pennsylvania
-$16.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$14.9M
5
Ameriprise
Ameriprise
Minnesota
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
526
Chartist Inc
California
$404K -$274K -10,824 -40%
BA
527
Ballast Advisors
Minnesota
$404K – – –
TFP
528
Tilia Fiduciary Partners
North Carolina
$400K -$15.2K -600 -4%
BFG
529
Bouchey Financial Group
New York
$398K – – –
BI
530
Blooom Inc
Kansas
$396K +$32.5K +1,254 +9%
BL
531
BCWM LLC
Kansas
$394K +$5.01K +198 +1%
BG
532
Benedetti & Gucer
Georgia
$390K -$50.3K -1,995 -11%
PNC Financial Services Group
533
PNC Financial Services Group
Pennsylvania
$389K -$101K -4,008 -21%
Kovitz Investment Group Partners
534
Kovitz Investment Group Partners
Illinois
$384K +$384K +15,195 New
RPA
535
Rock Point Advisors
Vermont
$383K -$2.66K -105 -0.7%
AIM
536
AHL Investment Management
Florida
$382K +$76 +3 +0%
BAM
537
Bosun Asset Management
Illinois
$379K – – –
RWA
538
Redmont Wealth Advisors
Illinois
$379K – – –
TFA
539
Trinity Financial Advisors
Ohio
$377K +$377K +14,901 New
5L
540
55I LLC
Massachusetts
$370K -$463K -18,339 -56%
HIC
541
Hartline Investment Corp
Illinois
$370K +$19K +729 +5%
PG
542
Prostatis Group
Maryland
$370K -$529K -20,922 -59%
PIM
543
Penobscot Investment Management
Massachusetts
$368K +$38.2K +1,512 +12%
PL
544
Plancorp LLC
Missouri
$366K +$379 +15 +0.1%
PIA
545
Pinion Investment Advisors
Kansas
$364K -$7.58K -300 -2%
RWM
546
RBA Wealth Management
California
$364K +$5.61K +222 +2%
IF
547
Intrua Financial
Texas
$362K -$15.2K -600 -4%
FC
548
Ferris Capital
Massachusetts
$359K +$76 +3 +0%
PFA
549
Pinnacle Family Advisors
Missouri
$355K -$2.68M -106,044 -88%
WF
550
Williams Financial
Vermont
$353K +$10.8K +426 +3%
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